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Question 1
Diane Doolittle wants to quickly check what apps a client is connected to and opens the
client’s QuickBooks Online company from her Client dashboard.
Where can she see which apps are connected to the client’s account from within the
client’s QuickBooks Online company?
Books review > Apps
Gear icon > Account and Settings > Apps
Overview > Company Setup
Gear icon > Account and Settings > Billing and Subscriptions
Overview > Common Issues
Question 2
Which section in the New Client Checklist helps you understand your client’s needs
to determine the features and solutions required?
Client Profile
Client Needs Assessment
Features and Solutions
Onboarding Checklist
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Question 3
Which 2 QuickBooks subscription levels would support a client who needs to track
inventory and create purchase orders and budgets?
Self-employed
Plus
Essentials
Simple Start
Advanced
Question 4
What are 2 benefits of the ProAdvisor Preferred Pricing program?
Itemized billing of all firm-billed subscriptions
Ability to choose between monthly or annual billing
Free upgrades for your clients
Ability to add the client to your team
Up to 30% off subscriptions for your clients